Integrate Workamajig with Retently

Trigger NPS/CSAT surveys after project milestones or client interactions, sync customer contact and project data to ensure up-to-date feedback collection, and use survey responses to improve project management and client satisfaction strategies.

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About Workamajig

Workamajig is a project management tool that allows users to manage activities, contacts, leads, and opportunities. It supports adding emails to marketing groups and updating various entities within the application.

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Workamajig to Retently

1

New Activity

Triggers when a new activity is created.
2

New Contact

Triggers when a new contact is created.
3

New Lead

Triggers when a new lead is created.
4

New Opportunity

Triggers when a new opportunity is created.
5

Updated Company

Triggers when a company is updated.
6

Updated Contact

Triggers when a contact is updated.
7

Update Lead

Triggers when a lead is updated.
8

Update Opportunity

Triggers when an opportunity is updated.
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Retently to Workamajig

1

Create Activity

Creates a new activity.
2

Create Company

Creates a new company.
3

Update Contact

Updates a contact.
4

Update Lead

Updates a lead.
5

Update Opportunity

Updates an opportunity.
6

Add New Email to Marketing Group

Adds a new email address to a marketing group in Workamajig.
7

Create Contact

Creates a new contact.
8

Create Lead

Creates a new lead.
9

Create Opportunity

Creates a new opportunity.

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